Wealth Management 

offered by Columbia University

Tracy Schwartz has over two decades of experience in the financial services industry, serving in both strategic and operational leadership roles. Most recently, Ms. Schwartz was a Founding Partner and the Chief Operating Officer and Chief Compliance Officer of White Elm Capital, LLC, a global equity long/short investment firm she helped launched in 2007.

Aaron Abrahms is a Principal at Winged Keel Group where he works with clients on the development of large block life insurance portfolios and on the various applications of Private Placement products. He routinely helps clients utilize Traditional Life Insurance products to finance estate taxes and/or use Private Placement Life Insurance and Annuities to shield investment returns from current period taxation.

Steve Bodurtha has spent his career building investment, wealth management and markets businesses. As the head of Citi Private Bank’s investment business in North America, Steve led its transformation from a banking and lending dominated business and culture to a leading provider of investment and wealth services to ultra-high net worth clients.

As a Senior Manager and Vice President in Dimensional’s Global Client Group, Aaron Alley oversees the firm’s U.S. conference strategy. In this role, he helps develop the strategy on client education, conference content, speaker training, and industry event participation.